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THE EXCHANGE

RECENT NEWS

Important Charitable Giving Changes Coming in 2026 — Why Planning in 2025 Matters

I want to bring your attention to several meaningful changes to charitable-giving tax rules scheduled to take effect in 2026.…

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MarketMissive

By: Keith Albritton

October Delivers Further Stock Market Gains

October has a curious reputation rooted in market history. The Crash of 1929 (a 13% selloff on Black Monday and…

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MarketMissive

By: Keith Albritton

Q3 Market & Shareholder Update: How Publix Is Positioned in a Shifting Grocery Landscape

As we head into the final stretch of 2025, the grocery industry continues to evolve around three key themes: value,…

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Quarterly Checkout

By: Troy Garcia


MEET OUR TEAM

Keith Albritton

CFP®
CIMA®
Senior Vice President

Ginny Houghton

Senior Vice President
Financial Advisor

Chris Hammond

CFA®
Senior Vice President
Portfolio Manager

Troy Garcia

CFP®
Vice President
Financial Advisor

Matthew Albritton

Financial Advisor

Dr. Lyle Bowlin

Investment Strategist

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